Profile
Lisa A. Patterson, CPA
ListedCPA and QuickBooks ProAdvisor in Big Bear Lake
About
About
Lisa A. Patterson, CPA is associated with Altitude Financial Planning, a fee-only financial planning practice based in Big Bear Lake, CA.
The practice works with individuals, small businesses, and nonprofits on income tax preparation and tax planning.
Lisa A. Patterson, CPA is associated with Altitude Financial Planning, a fee-only financial planning practice based in Big Bear Lake, CA. The firm provides financial planning, income tax preparation, and QuickBooks accounting consultation, with services framed around practical tax and accounting support.
The practice works with individuals, small businesses, and nonprofits on income tax preparation and tax planning. Its site also describes QuickBooks consulting for businesses that need an accounting system that is efficient, accurate, and useful for managing operations.
Lisa Patterson is listed as a CPA and Intuit Certified QuickBooks ProAdvisor, with a background that includes Economics-Business studies at UCLA and a Certificate in Financial Planning from Boston University.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| QuickBooks/Xero setup | Standard | ||
| Business tax preparation | Standard | ||
| Individual tax preparation | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Software tools
Software tools
Service areas
Service areas
Big Bear Lake, CA
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